The RIA database

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

11441. 11441
       Geneva Financial GroupLakewood, NJ · 49 clientsWealth manager
       Pershing 54%BNY 46%
       +00% 1 yr$234M
11442. 11442
       Adaptation Financial Advisors Inc.Oklahoma City, OK · 690 clientsWealth managerHybrid
       Fidelity 56%Schwab 44%
       +00% 1 yr$234M
11443. 11443
       MPI Wealth Management LLCHinsdale, IL · 153 clientsWealth manager
       Schwab 68%Fifth Third Bank 32%
       +00% 1 yr$234M
11444. 11444
       Clutterbuck Capital Management LLCCleveland, OH · 49 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$233M
11445. 11445
       Catalyst Financial NW CorporationGresham, OR · 1,068 clientsWealth manager
       Schwab 100%
       +00% 1 yr$233M
11446. 11446
       Figure 8 Investment Strategies LLCBoise, ID · 176 clientsWealth manager
       Schwab 100%
       +00% 1 yr$233M
11447. 11447
       Windmark Investment Partners, Inc.Wilmington, DEAsset manager
       State Street 63%Wells Fargo 37%
       +00% 1 yr$233M
11448. 11448
       Walker Financial Advisors IncMission Viejo, CA · 178 clientsWealth manager
       Schwab 100%
       +00% 1 yr$233M
11449. 11449
       Reynolds Channel Management, L.P.New York, NY · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$233M
11450. 11450
       Aspirean Wealth, LLCMill Valley, CA · 165 clientsWealth manager
       Schwab 100%
       +00% 1 yr$233M
11451. 11451
       Ironwood Wealth Management, Inc.Hurricane, WV · 276 clientsWealth manager
       Schwab 100%
       +00% 1 yr$233M
11452. 11452
       Holos Integrated WealthKennett Square, PA · 225 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$233M
11453. 11453
       Lscp Advisors, LLCAustin, TX · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$233M
11454. 11454
       WE Alliance Wealth Advisors, Inc.Roseville, CA · 265 clientsWealth manager
       Equity Advisors Solutions 46%Schwab 35%
       +00% 1 yr$233M
11455. 11455
       Anchor Wealth Management Group LLCWest Palm Beach, FL · 209 clientsWealth manager
       Fidelity 97%
       +00% 1 yr$233M
11456. 11456
       D C Voss & Company, LLC59 clientsWealth manager
       Schwab 100%
       +00% 1 yr$233M
11457. 11457
       Sundvold FinancialColumbia, MO · 480 clientsWealth manager
       No custodian reported
       +00% 1 yr$233M
11458. 11458
       Summit Financial Advisors, Inc.Middletown, OH · 139 clientsWealth manager
       Schwab 100%
       +00% 1 yr$233M
11459. 11459
       Lizard Investors LLCChicago, IL · 6 clientsPrivate fund adviser
       State Street 100%
       +00% 1 yr$233M
11460. 11460
       High River Resources Management LLCDallas, TX · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$233M
11461. 11461
       Oberon Asset Management, LLCNew York, NY · 48 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$233M
11462. 11462
       Klein Pavlis & Peasley Financial, Inc.Irvine, CA · 338 clientsWealth manager
       Schwab 100%
       +00% 1 yr$233M
11463. 11463
       Taylor Frigon Capital Management LLCScottsdale, AZ · 121 clientsPrivate fund adviser
       Schwab 100%
       +00% 1 yr$233M
11464. 11464
       Direct Financial Care97 clientsWealth manager
       Schwab 100%
       +00% 1 yr$233M
11465. 11465
       Foundry Financial LLCPasadena, CA · 184 clientsWealth manager
       Fidelity 55%Schwab 45%
       +00% 1 yr$233M
11466. 11466
       New Capital PartnersBirmingham, AL · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$233M
11467. 11467
       Mount Vernon Associates IncBaltimore, MD · 72 clientsWealth manager
       Schwab 84%
       +00% 1 yr$233M
11468. 11468
       Integrated Capital Management, Inc.Jessup, PA · 926 clientsWealth manager
       Schwab 90%
       +00% 1 yr$232M
11469. 11469
       OT Management, LLCBoston, MA · 40 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$232M
11470. 11470
       Bingham Private Wealth, LLCSan Francisco, CA · 117 clientsWealth manager
       Schwab 100%
       +00% 1 yr$232M
11471. 11471
       Trimarc Wealth Management LLC15 clientsWealth manager
       No custodian reported
       +00% 1 yr$232M
11472. 11472
       KP Management LLC1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$232M
11473. 11473
       Millennium Capital Advisors, LLCLittle Rock, AR · 206 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$232M
11474. 11474
       Reshape WealthBoca Raton, FL · 127 clientsWealth manager
       Schwab 100%
       +00% 1 yr$232M
11475. 11475
       Blue Orca, LLCAustin, TX · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$232M
11476. 11476
       Black Impact Group, LLCLos Angeles, CA · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$232M
11477. 11477
       Econ Wealth ManagementHarrisburg, PA · 337 clientsWealth manager
       Schwab 100%
       +00% 1 yr$232M
11478. 11478
       Chadler Investment Advisory Solutions, LLCFairfield, NJ · 59 clientsAsset managerAffiliated broker-dealerBurnham & Flower Financial, Inc.
       No custodian reported
       +00% 1 yr$232M
11479. 11479
       Shelter Rock Management, LLCJericho, NY · 142 clientsWealth manager
       Fidelity 99%
       +00% 1 yr$232M
11480. 11480
       Conway Capital Management, Inc.Burbank, CA · 68 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$232M